Signatures and Initials
Create Signature Container
Available in: Leap Pro, Leap Premium, and Leap Enterprise
- Open the Cell Tool Drawer using the
button on the right side of the screen.
- Drag and drop a Signature Container onto your document. This will create a Signature Container with two Signature captures. One for the customer and one for the customer spouse.
Note: The signatures use the placeholders %customerName%, %customerSpouseName%, and %usersName% to
display the names of the customer, customer’s spouse, and the user. The customer’s spouse signature will
not show up unless a spouse has been added in the estimate.
Create Capture
- Open the Cell Tool Drawer using the
button on the right side of the screen.
- Drag and drop a Signature Capture onto your document.
Create Note
- Open the Cell Tool Drawer using the button on the right side of the screen.
- Drag and drop a Signature Note onto your document.
- Double click the lines to edit the note. In the example below we added a State License of 12345678.

To add a Initials to a line item
-
- Add a line item with the required information.
- Click on Settings > Initials Required.
- During contract signings, tap with 2 fingers to bring up the initial capture.

This article is for Dashboard 3.0. Click here to view the help article for version 2.9.